Stack Exchange Network

Stack Exchange network consists of 174 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

Questions tagged [process-builder]

The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.

0
votes
0answers
10 views

How to update community user username based on the email

I have a community with community users created from contacts. I want to have a process which updates user record if a related contact record is updated. It works for Email, Phone and other fields, ...
0
votes
1answer
14 views

Deploy change set from sandbox to production unavailable

I have a process builder which I want to build to production, when I create a change set it says that this change set requires the "45.0" or later platform version, if it was a visualforce page I ...
-4
votes
0answers
25 views

Convert Process Builder logic to code [on hold]

I am trying to convert PB logic to Apex class and call the Apex class from a trigger on custom Object. Can anyone help me with writing the Apex class? The Process Builder updates a checkbox on ...
0
votes
0answers
20 views

Is there a reason identical Process Builders (2 on Account, 2 on Contact), only works as expected on Account but doesn't run as expected on Contact?

I have a custom object that tracks Funnel Stage history on Contact. The main fields here are Date Changed, From Stage, and Current Stage. The idea is that when a new record is created or the Funnel ...
0
votes
1answer
23 views

Process Builder Formula Conditions are met

Sorry I've been drilling this for 8 hours and I'm stuck... I can get this to work using "Formula Evaluates to to True" NOT(CONTAINS([User].Email, 'gmail') ) But I can't get it to work using "...
0
votes
1answer
19 views

Process Builder - Does not contain

I'm trying to create criteria in process builder that basically states: User Email Address 'Does not contain' "gmail" See below: This is resulting in an error that may be related to Spring 19 ...
0
votes
1answer
33 views

Field That Records Former Profile?

I'm trying to create a Field on the User Object that will record the users former profile. We're creating a Process Builder that will change the users Profile if the user is set to inactive but we ...
2
votes
3answers
46 views

Send mail when contract is less than X days from expiry

EDIT: I should have mentioned that the main problem is not to make a time dependent workflow rule, the problem is that I want this to work for all existing contracts that most likely will never be ...
3
votes
3answers
294 views

How can I know if it's the last execution of an After Trigger?

Imagine one object with 20 fields, field1 to field20. Some of these fields I have Process Builder in place, some of them I have Worflow Updates, and some of them are 'bare field' (i.e. PB and WF does ...
0
votes
2answers
18 views

ChildId not available when passing Set Flow Variable from Process Builder to FLOW

BACKGROUND I have two objects in a master-detail relationship. One is Parent, the other is Child. I have a Process Builder Flow that starts when a Parent record is created or edited. I have criteria ...
0
votes
2answers
31 views

Looking to prevent users from changing lead status manually as a process builder is already in place

I am looking to stop users from manually changing the lead status to both "working-attempted" and "working-contacted" as we currently have a process builder in place that automates this based on ...
0
votes
1answer
19 views

Use criteria of a related record in process builder?

I'm in the process of going through an org merge.  In the source org they had workflows triggered by users simply clicking a checkbox, which would then send upto 10 different tasks out to users.  ...
0
votes
1answer
21 views

How to send email alert to child record creator when parent record status changes

we have a parent-child lookup relationship on the case object. Once the relation is created, we want the child case record owner to get email alerts whenever the parent record status changes. There ...
0
votes
1answer
8 views

Can I use a workflow rule to remove campaign members from one campaign when they are added to another

I have created a process builder that adds members to a SFDC campaign (Campaign A) when they meet certain criteria, as part of the criteria when a member of the campaign is not active for 60 days they ...
0
votes
1answer
167 views

Getting an error while using formula evaluates to true in process builder

I am using the below formula to evaluates to true to run the process builder the formula should evaluate to true on insert operation if the Seminar_Status__c == RSVP and on update it should be true ...
0
votes
0answers
17 views

Allow customer user to create case on behalf of other contacts

I've a requirement to allow customer users to create cases on behalf of other contacts from different accounts. Account are shared via apex sharing/manually. User is able to select contact in lookup ...
2
votes
1answer
22 views

Is it possible to pass the id of the current record when calling apex from process builder?

I have a process that acts on Contact creation and waits for an hour, then needs to check to see if a related object was created. Since I haven't found any way to check for that related object (...
1
vote
0answers
23 views

Process builder triggered by API is not sending email upon task creation

I have a process in the process builder which creates tasks when the status of a specific object is changed. When I change the status manually the process will fire as expected and a bunch of tasks ...
0
votes
1answer
22 views

Not able to perform chatter post when knowledge article is published

I have written a PB on knowledge article which checks if knowledge article publication status is published then perform a simple chatter post. But what I see is the PB is not getting invoked even ...
1
vote
0answers
27 views

Process Builder or Apex Trigger to Write Contact Field Value to Account when Condition is Met

The functionality I'm looking for is as follows. When an account contact relation is created check to see the Account.Field 1 is populated, if not then set Account.Field 1 = to Contact.Field 1, ...
2
votes
1answer
35 views

Deactive ProcessBuilder with Metadata

This is the top of my process builder metadata file. I read here and here that you can set the status to 'Draft' and it will appear as inactive on the UI. Then I read here that you have to set '...
1
vote
2answers
26 views

Limitations of process builder scheduled actions

I'm trying to understand the limitations of process builder scheduled actions, I want to update more than 50000 records using time-based action. I tried time-based actions using workflow rule, but ...
0
votes
3answers
68 views

How many process builders can be active on per object

How many process builders (all active) I can make on a single object? Is there any limit like. I need to have N number of active process builders per object? Please let me know
2
votes
1answer
29 views

Custom time field not visible in process builder

I would post my question to the Salesforce community but I am unable to login there for the last couple of days for an unknown reason. Today I create to near-identical custom fields on the contact ...
2
votes
1answer
47 views

Workflow or Process Builder?

I'm creating a scenario where upon a Queue change: The resolution (text area) is updated with "XYZ text" The Staff member (ticket owner) is changed to "XYZ user" Those are technically 2 field ...
0
votes
1answer
27 views

Replacing Process builder with an Apex Trigger. Should the process builder be inactive during trigger deployment?

We have an active Process builder which runs in Afterinsert context on CPQ Quote creation. Due to certain inefficiency and enhancements, we have replaced it with Apex Trigger. However, during Trigger ...
1
vote
1answer
55 views

Issue - Picklist fields are only supported in certain functions

I am working around salesforce's formula field in Process Builder, to compare two fields values. For instance, the field Contact_A__c and Contact_B__c are picklist field types. I am attempting to ...
1
vote
0answers
22 views

Send Chatter Notification every 30 days until field is completed

I am trying to use Process Builder to send a chatter notification every 30 days until field is completed. The record being created starts the process and there is a required date field that is filled ...
0
votes
1answer
28 views

Fire off opportunity process based on account object criteria?

Since Salesforce limits which objects can be referenced within an email alert, I'm needing to initiate an opportunity through criteria based on the account object. Use Case: Whenever a foundational ...
1
vote
1answer
30 views

Are trigger limits applied for every flow

I'm checking an integration to a SF org and it seems to be hitting "Apex CPU time limit exceeded" and it is brining up different sources. Sometimes it breaks during a process builder action from a ...
1
vote
1answer
41 views

Apex Class + Process Builder to fire assignment rules

We have a couple of actions on the Opportunity that create Cases. In order to trigger case assignment rules, I have a simple apex class that is being called by process builder. I'm very new to apex, ...
0
votes
2answers
32 views

Trigger process if current date is less than 2 months from field date

I've recently began setting up some processes with Process Builder to automate a lot of previously manual tasks (like creating a reminder to contact customers when an opportunity is won, etc.). I also ...
0
votes
1answer
41 views

Calculate time difference between two date time fields

I have a process builder by which I am calculating the time difference between NOW() and another Case object date field. My formula goes like this Time_Spent__c = NOW() - Start_Time__c However ...
1
vote
1answer
20 views

How can I dynamically assign newly created users to different chatter groups without hardcoding chatter group ids?

How can I dynamically assign newly created users to different chatter groups based on the market of the users using process builder without hard coding chatter group ids? As of now I have used process ...
1
vote
1answer
24 views

Time based Workflow in combination with recipient change

This is basically a design question. I have a field (lookup to User record), called Recruiter__c. And lets say there is checkbox field that acts like a criteria for a WF. Lets call it ...
0
votes
1answer
32 views

Enable a process to fire without editing it

I'm trying to create a process that will create a task when a specified date field = today(), which doesn't seem to work. Use Case. Opportunity is closed/won. After the agreement is signed and all ...
0
votes
3answers
47 views

Send Emails using Process Builder on weekdays only

Our client is using salesforce professional edition and he wants us to setup process builders that will only send emails on weekdays only. Is this possible? Or the way only to this is to upgrade their ...
2
votes
1answer
17 views

Can a flow action be packaged?

This may sound simple but I'm trying to understand if a flow action or lightning component be part of a managed package? The idea is to call these flow components from process builder or cloud flow ...
3
votes
1answer
40 views

Supply sObject record to process builder flow via REST API

I'm trying to invoke a custom flow (built via process builder) via REST API. The process begins with a contact record, This process starts when another process invokes it. Select an object ...
1
vote
1answer
27 views

Workflow rule not executing after lead owner is changed

I have a process builder that sends newly created leads to an account queue to be round robin'd by some apex code executed in a before trigger if the new lead meets certain criteria. I then am wanting ...
0
votes
1answer
28 views

How to carry forward a certain Value of Record to the next record without an APEX code

I have an instance of an Object, which has the variables type = x, number_of_exams = 2, previous_no_of_exams = 0. In the next instance of the object, of the same type = x, I want the ...
1
vote
1answer
29 views

Can the Process builder, count the number of instances and then execute a certain task

Process automator can be used to automate a lot of things within salesforce. For one such scenario can I use it to count the number of instances of a certain object and then set a checkbox value to ...
1
vote
0answers
18 views

Changing a Date/Time Value by hours using process builder

I have object 1 "Classes and Events" on which I want to store start and end times for the times a course or event would run outside our work ordered day. The work ordered day is 9am to 5pm. Certain ...
0
votes
1answer
147 views

How to pre-populate fields when creating a new record? [duplicate]

I have a custom parent object A and a child object B. When I create a new record from the child object B via the related list, only the parent lookup field is defaulted and filled in. When I hit ...
0
votes
0answers
21 views

Is it possible to reference values on child object records in Process Builder?

On the Case there is a custom junction object that looks up to the Account called Support_Team__c. This allows for the association of multiple Support Team members to a case. On this junction object, ...
0
votes
1answer
29 views

Process Builder dealing or Comparison between two instances of an Object

Scenario Name: Automating Certification(examination) system using salesforce sObjects: "Certification" object is the Parent of the "Exam" object. A certification can have multiple Exam types (eg.Exam ...
0
votes
1answer
39 views

Remove Components (Process builder) From Managed released package

I have a situation. One of Our client is using Professional edition. But our managed release package has a Process builder with APEX invocableMethod in it. Professional Edition will not allow any Apex ...
0
votes
1answer
35 views

Updating Record Name (auto-generated) using Process flow

I am working on a Developer edition. I have a custom object with an Auto-generated Record Name field. I am trying to update this field with some prefix text to make it more meaningful for the record. ...
2
votes
1answer
68 views

Platform Events + Process Builder + Apex with @future method

I'm running into an issue with too many future calls when handling Platform Events with a Process Builder that uses an invocable Apex class. Basic setup is 2 processes: The first publishes an event ...
0
votes
1answer
33 views

How to get current logged in user id and match against a field? [closed]

I am creating a process using process builder. I would like my action to be triggered when a certain condition is met on a custom object I have. The condition is that: If the current user logged in ...